Eight investment themes that guide our process

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Successful investing requires planning for the future, rather than reacting to the latest headlines. As sub-adviser to the BNY Mellon Small/Mid Cap Growth Fund, Mellon employs thematic research to guide our investment process and help us stay ahead of rapidly changing markets.

In managing the Fund, which offers diversified exposure to both small- and mid-cap growth stocks, our experienced team seeks to invest in high quality companies that we believe have the ability to generate attractive long-term growth with reasonable levels of risk.

At Mellon, we remain constructive on equities despite the continued economic uncertainty. We are looking ahead to identify areas of growth and new opportunities for companies to succeed, even in a potential economic downturn.

Our current themes include:

Our research incorporates these eight themes to identify companies that we believe are poised to successfully displace today’s corporate giants. To view the full report, click here.

To learn more about how the pandemic has transformed business models and moved the Fund’s investment theme of Data and the Digital Economy to the forefront, click here.

The BNY Mellon Small/Mid Cap Growth Fund enables investors to pursue the growth potential of both small-cap and mid-cap stocks in one comprehensive portfolio. The Fund seeks to deliver attractive long-term growth with reasonable levels of risk. To learn more about the Fund, click here.

Investors should consider the investment objectives, risks, charges, and expenses of any mutual fund carefully before investing. Download a prospectus, or a summary prospectus, if available, that contains this and other information about the fund, and read it carefully before investing. Investors should discuss with their financial professional the eligibility requirements for Class I and Y shares, which are available only to certain eligible investors and the historical results achieved by the fund’s respective share class.

All investments involve some level of risk, including loss of principal. Certain investments have specific or unique risks. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment.

Equities are subject to market, market sector, market liquidity, issuer, and investment style risks to varying degrees. Small and midsized company stocks tend to be more volatile and less liquid than larger company stocks as these companies are less established and have more volatile earnings histories.

This material has been distributed for informational purposes only. It is educational in nature and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Views expressed are those of the author(s) stated and do not reflect views of other managers or the firm overall. Views are current as of the date of this communication and subject to change. Forecasts, estimates and certain information contained herein are based upon proprietary research and are subject to change without notice. Certain information has been obtained from sources believed to be reliable, but not guaranteed. Please consult a legal, tax or financial professional in order to determine whether an investment product or service is appropriate for a particular situation. Recent market risks include pandemic risks related to COVID-19. The effects of COVID-19 have contributed to increased volatility in global markets and will likely affect certain countries, companies, industries and market sectors more dramatically than others. To the extent the Strategy may overweight its investments in certain countries, companies, industries or market sectors, such positions will increase a clients exposure to risk of loss from adverse developments affecting those countries, companies, industries or sectors.

BNY Mellon Investment Management is one of the world’s leading investment management organizations and one of the top U.S. wealth managers, encompassing BNY Mellon’s affiliated investment management firms, wealth management organization and global distribution companies. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may also be used as a generic term to reference the Corporation as a whole or its various subsidiaries generally.

Mellon is a global multi-specialist investment manager dedicated to serving our clients with a full spectrum of research-driven solutions. Mellon Investments Corporation (Mellon) is a registered investment adviser and an indirect subsidiary of The Bank of New York Mellon Corporation.

BNY Mellon Investment Advisor, Inc. Mellon Investments Corporation and BNY Mellon Securities Corporation are affiliated with The Bank of New York Mellon Corporation.

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